S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$29.2M
3
+$8.82M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.21M

Top Sells

1
+$56.9M
2
+$21.4M
3
+$16.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.99M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.69%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$12K ﹤0.01%
511
1352
$12K ﹤0.01%
209
-38
1353
$12K ﹤0.01%
57
1354
$12K ﹤0.01%
+5,765
1355
$12K ﹤0.01%
100
+8
1356
$12K ﹤0.01%
35
+26
1357
$12K ﹤0.01%
213
1358
$12K ﹤0.01%
633
1359
$12K ﹤0.01%
171
1360
$12K ﹤0.01%
330
1361
$12K ﹤0.01%
1,252
+300
1362
$12K ﹤0.01%
531
1363
$12K ﹤0.01%
179
+24
1364
$12K ﹤0.01%
582
+282
1365
$12K ﹤0.01%
243
1366
$12K ﹤0.01%
732
-183
1367
$12K ﹤0.01%
742
-656
1368
$12K ﹤0.01%
231
-28
1369
$12K ﹤0.01%
3,125
+200
1370
$12K ﹤0.01%
1,039
+242
1371
$11K ﹤0.01%
133
1372
$11K ﹤0.01%
+268
1373
$11K ﹤0.01%
244
-59
1374
$11K ﹤0.01%
95
+7
1375
$11K ﹤0.01%
191
53 54
55
56 57